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QCBGX vs RLBFX
QCBGX vs RLBFX Comparison
Open Charts QCBGX vs RLBFX
Federated Hermes MDT Balanced C
Price$20.82
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets259.79M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
QCBGX vs RLBFX Comparison Chart
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QCBGX vs. RLBFX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QCBGX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. QCBGX (260M). RLBFX pays higher dividends than QCBGX: RLBFX (2.26) vs QCBGX (0.67). QCBGX was incepted earlier than RLBFX: QCBGX (20 years) vs RLBFX (23 years). QCBGX (2.12) is less costly to investors than RLBFX (0.29). QCBGX is a more actively managed with annual turnover of: 68.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than QCBGX: RLBFX (250) vs QCBGX (1500). RLBFX annual gain was more profitable for investors over the last year : 5.06 vs. QCBGX (-0.06). RLBFX return over 5 years is better than : 38.47 vs. QCBGX (21.42).
| QCBGX | RLBFX | QCBGX / RLBFX | |
| Total Expense Ratio | 2.12 | 0.29 | 731% |
| Annual Report Gross Expense Ratio | 2.12 | 0.29 | 731% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.483 | 0.528 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 234B | 0% |
| Annual Yield % from dividends | 0.67 | 2.26 | 30% |
| Returns for 1 year | -0.06 | 5.06 | -1% |
| Returns for 3 years | 12.43 | 22.75 | 55% |
| Returns for 5 years | 21.42 | 38.47 | 56% |
| Returns for 10 years | 29.28 | 53.33 | 55% |